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NRT

North European Oil Royalty Trust

25 hedge funds and large institutions have $3.25M invested in North European Oil Royalty Trust in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

30% more capital invested

Capital invested by funds: $2.5M → $3.25M (+$755K)

25% more funds holding

Funds holding: 2025 (+5)

0.41% more ownership

Funds ownership: 4.97%5.38% (+0.41%)

Holders
25
Holders Change
+5
Holders Change %
+25%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
5
Closed
1
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$535K -$347K -57,962 -42%
Citadel Advisors
2
Citadel Advisors
Florida
$361K +$329K +54,822 New
WTA
3
Washington Trust Advisors
Massachusetts
$351K
PGFC
4
Peapack-Gladstone Financial Corp
New Jersey
$326K +$29.4K +4,900 +11%
ASN
5
Advisory Services Network
Georgia
$235K +$214K +35,676 New
GCP
6
GSA Capital Partners
United Kingdom
$226K -$54K -9,004 -21%
FIM
7
Fruth Investment Management
Texas
$203K -$5.99K -1,000 -3%
LPL Financial
8
LPL Financial
California
$201K +$18.3K +3,060 +11%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$165K +$59.9K +10,000 +66%
Marshall Wace
10
Marshall Wace
United Kingdom
$95.8K +$87.2K +14,557 New
VA
11
Verdad Advisers
Massachusetts
$94.1K +$85.7K +14,308 New
Osaic Holdings
12
Osaic Holdings
Arizona
$90.1K
JP Morgan Chase
13
JP Morgan Chase
New York
$81K
WSCM
14
Wellington Shields Capital Management
New York
$67.5K -$5.99K -1,000 -9%
Bank of America
15
Bank of America
North Carolina
$66.8K +$3.9K +650 +7%
SS
16
Sunbelt Securities
Texas
$65.8K
Wells Fargo
17
Wells Fargo
California
$46.1K +$6 +1 +0%
FFA
18
Farther Finance Advisors
California
$14.5K
HPC
19
HM Payson & Co
Maine
$11.5K +$10.5K +1,750 New
WSC
20
Wellington Shields & Co
New York
$10.5K -$55.1K -9,200 -85%
UBS Group
21
UBS Group
Switzerland
$3.15K +$1.56K +261 +120%
LFG
22
Larson Financial Group
Missouri
$2.65K +$114 +19 +5%
CA
23
CoreCap Advisors
Michigan
$1.97K
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$658 +$599 +100 New
IAIM
25
International Assets Investment Management
Florida
$53 +$48 +8 New

NRT Hedge Fund Activity: Q4 2025 in Review

25 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in North European Oil Royalty Trust (NRT) for Q4 2025, worth a combined $3.25M — up 30% from $2.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NRT positions and 1 closed out — a net gain of 6 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $329K. The largest seller was Morgan Stanley, cutting an estimated $347K.

  • 25 institutional investors held North European Oil Royalty Trust (NRT) as of Q4 2025, up from 20 in Q3 2025.
  • Funds reported $3.25M of North European Oil Royalty Trust stock for Q4 2025, up 30% quarter-over-quarter.
  • 7 funds opened new North European Oil Royalty Trust positions in Q4 2025 and 1 closed out, a net change of +6 holders.
  • The largest North European Oil Royalty Trust buyer in Q4 2025 was Citadel Advisors, an estimated $329K added.
  • The largest North European Oil Royalty Trust seller in Q4 2025 was Morgan Stanley, an estimated $347K sold.

Based on aggregated 13F filings for Q4 2025.